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Quiz 1 - You just recieved your trust
1. What is in the left inside pocket of the Trust Folder? *
2. How Many Trust Documents are in the inside left pocket of the Trust folder? *
3. What are the names of the Trust Documents in the inside left pocket of the Trust folder? *
4. Should I make copies of these Trust Documents? *
5. Who can I show the Trust Documents in the inside left pocket of the Trust folder to? *
6. What do these Trust Documents accomplish? *
Quiz 2 - Contract exeuction
1. Do I need to notarize the Trust? *
2. Do I need witnesses? *
3. Do I use the banks notary? *
4. Why do I need to notarize the Trust Documents? *
5. How do I sign the Trust Documents? *
6. What Trust Documents get notarized? *
Quiz 3 - Trust bank account
1. What is the first step in getting the Trust a bank account? *
2. Do I need to set up an appointment with the financial intuition? *
3. What type of account does the Trustee need to open for the Trust? *
4. What Trust Documents does the Trustee need to bring to the bank to open the account for the Trust? *
5. Who needs to be present to open the bank account for the Trust? *
6. If the Trustee chooses a Credit Union for the Trust bank account, can a savings account be opened? *
7. What is KYC? *
8. What is the purpose of KYC? *
9. What do I do if I need help going to the bank appointment? *
Quiz 4 - Transferring assets into the trust
1. What is a Trust Transfer Grant Deed? *
2. What asset can the Trust Transfer Grant Deed be used for? *
3. How are Trust Transfer Grant Deeds ordered? *
4. What is done after ordering the Trust Transfer Grant Deeds? *

Quiz 5 - Daily operations
1. Can the Trustee pay all bills out of the Trust bank account? *
2. How does the Trustee pay bills from the Trust bank account? *
3. Does the Trustee have to get new credit cards in the Trust name? *
4. Does the Trustee pay credit card bills out of their personal bank account? *
5. How does the Trust bank account receive funds? *
6. Does the Trustee own any of the Trust property? *
7. Does the Trust file or report taxes? *
8. Does the Trustee file or report taxes? *
Quiz 6 - Structure
1. Can I run my business out of the Legacy Trust? *
2. Why should I keep my LLC? *
3. Should I make the Legacy Trust the beneficiary on existing accounts? (Life insurance, Brokerage, Bank, 401K, IRA, etc.) *
4. How do I liquidate my 401K or IRA account? *
5. How can capital gains be eliminated? *
6. What does the Trustee change with a merchant processor? *
7. How can I not donate for a consultation? *
8. How do I get points? *
9. What is the proper structure? *
Quiz 7 - Tax
1. Can I get the last 3 years of tax amendments prepared? *
2. How do I submit my tax documents for qualification review? *
3. Does my donation have to made prior to review? *
4. Do I have to agree to the 20/80 donation and sign a contract for each year? *
5. What is a submission date? *
6. What is the auto responder email that comes from the tax@teamalltrust.org team email? *
Quiz 8 - Assumed Name & Trust Property
1. What is the purpose of filing an Assumed Name Certificate? *
2. In the assumed name process, what is the ALL CAPS NAME (e.g., JOHN DOE) considered to be? *
3. By recording an assumed name, the living man or woman shifts their role in equity from: *
4. Minnesota Rule 220 allows what to be registered with the Registrar of Titles? *
5. Once registered under Rule 220, the name on the birth certificate becomes: *
6. The Body Deed (Whole-Body Conveyance) does what? *
7. The Intellectual Property Claim protects what as trust property? *
8. According to the Fee Schedule, what is the set penalty for trespass? *
9. What is the penalty for unauthorized use of property or identity under the IP Claim? *
10. What is the proper enforcement process when a trespass occurs? *

Training Videos
Onboarding Form (Trust 1)
1
Personal Info
2
Legacy Trust
3
Last Page
First Name
Middle Name
Last Name
Email
Phone Number
1
Personal Info
2
Legacy Trust
3
Last Page
What do you want your legacy trust named as? *
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME *
MIDDLE NAME *
LAST NAME *
SSN *
PHONE NUMBER *
EMAIL *
ADDRESS *
CITY *
STATE *
ZIP CODE *
COUNTY (not country) *
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor) Must be over 18.
Trustee 1 Full name *
Trustee 2 Full name
Trustee 3 Full name
Trustee 4 Full name
Trustee 5 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s). Must be over 18.
Successor Trustee 1 Full name *
Successor Trustee 2 Full name
Successor Trustee 3 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary 1 Full name *
(Please check if they Grantor's child/children or grandchild/children) *
Beneficiary 2 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 3 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 4 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 5 Full name
(Please check if they Grantor's child/children or grandchild/children)
Beneficiary 6 Full name
(Please check if they Grantor's child/children or grandchild/children)
1
Personal Info
2
Legacy Trust
3
Last Page
DOCUMENT UPLOAD
Images must be clear and legible. Certificates MUST clearly show state filing / registration number, date of birth, and date of registration. If spouse is named as trustee, please upload their birth certificate as well.
Grantor 1 Birth Certificate
Maximum file size: 256 MB
Grantor 1 ssn
Maximum file size: 256 MB
Grantor 2 Birth Certificate
Maximum file size: 256 MB
Grantor 2 ssn
Maximum file size: 256 MB
Grantor 3 Birth Certificate
Maximum file size: 256 MB
Grantor 3 ssn
Maximum file size: 256 MB
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.
*

Training Videos
Onboarding Form (Trust 2)
What do you want your legacy trust named as?
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor) Must be over 18.
Trustee 1 Full name
Trustee 2 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s). Must be over 18.
Successor Trustee 1 Full name
Successor Trustee 2 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
ADDRESS
CITY
STATE
ZIP CODE
COUNTY (not country)
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
* PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.

Training Videos
Onboarding Form (Trust 3)
What do you want your legacy trust named as?
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor) Must be over 18.
Trustee 1 Full name
Trustee 2 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s). Must be over 18.
Successor Trustee 1 Full name
Successor Trustee 2 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
ADDRESS
CITY
STATE
ZIP CODE
COUNTY (not country)
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
* PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.

Training Videos
Onboarding Form (Trust 4)
What do you want your legacy trust named as?
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor) Must be over 18.
Trustee 1 Full name
Trustee 2 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s). Must be over 18.
Successor Trustee 1 Full name
Successor Trustee 2 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
ADDRESS
CITY
STATE
ZIP CODE
COUNTY (not country)
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
* PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.

Training Videos
Onboarding Form (Trust 5)
What do you want your legacy trust named as?
(We recommend naming it something that could not be associated with your name easily i.e. Freedom Legacy Trust)
TRUSTEES
The party named to care for and manage trust property and assets (can be same as Grantor) Must be over 18.
Trustee 1 Full name
Trustee 2 Full name
SUCCESSOR TRUSTEE: The backup trustee
All successor trustees will be activated at the same time should something happen to main trustee(s). Must be over 18.
Successor Trustee 1 Full name
Successor Trustee 2 Full name
BENEFICIARIES
The party for whose benefit the trust was created; have material interests in the trust assets.
Beneficiary (Legacy Trust Name)
GRANTORS
The party(ies) creating and funding the trust. There can be up to two grantors (I.e. husband / wife) Must be over 18.
Grantor 1 Information & Trust Mailing Address:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
ADDRESS
CITY
STATE
ZIP CODE
COUNTY (not country)
Grantor 2 Information:
FIRST NAME
MIDDLE NAME
LAST NAME
SSN
PHONE NUMBER
EMAIL
* PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE TRUST WRITERS HAVE BEGUN TO WRITE YOUR TRUST WILL BE CHARGED AT $500 PER PAGE.